Integrate SendGrid to Square in one click, or tell Integrately AI how you want each payment handled. Capture transaction details, update your customer records in SendGrid, send branded confirmation emails, and log order history automatically.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your SendGrid + Square flow
Sync transaction data to e-commerce platforms, accounting tools, and messaging apps to streamline your operations. Pick a combination and activate it in one click.
+
Shopify (4)
+
QuickBooks Online (4)
+
Mailchimp (4)
+
Google Sheets (4)
+
Slack (4)
+
Stripe (4)
S
S
S
When a Square payment is successful, create or update the contact in SendGrid and create a customer in Shopify
Successful Square payments automatically update your SendGrid contacts and create a matching customer profile in Shopify without manual data entry.
S
S
S
When an order is created in Square, send a confirmation email via SendGrid and create an order in Shopify
New Square orders trigger instant confirmation emails in SendGrid and automatically generate corresponding orders in Shopify.
S
S
S
When a Square payment fails, send a notification email via SendGrid and update the customer in Shopify
Failed payments in Square trigger immediate alert emails in SendGrid and update the corresponding customer record in Shopify.
S
S
S
When a customer is created in Square, update their contact in SendGrid and create a customer profile in Shopify
New Square customers are automatically synced to SendGrid and established as customer profiles in Shopify instantly.
S
S
Q
When a Square payment is successful, update your SendGrid contacts and create a customer in QuickBooks Online
Successful Square payments update your SendGrid contact database and automatically create a customer record in QuickBooks Online.
S
S
Q
When an order is created in Square, send a receipt via SendGrid and create an invoice in QuickBooks Online
Square orders automatically dispatch digital receipts through SendGrid and generate official invoices in QuickBooks Online.
S
S
Q
When a Square payment fails, send an alert via SendGrid and create a customer in QuickBooks Online
Failed payments in Square trigger warning emails in SendGrid and establish customer records in QuickBooks Online for follow-up.
S
S
Q
When a customer is created in Square, update SendGrid contacts and create a customer in QuickBooks Online
New Square customers are automatically added to SendGrid and established as clients in QuickBooks Online.
S
S
M
When a customer is created in Square, update SendGrid contacts and add or update the subscriber in Mailchimp
New Square customers sync to SendGrid and are automatically added or updated as subscribers in Mailchimp.
S
S
M
When a Square payment is successful, send a receipt via SendGrid and tag the subscriber in Mailchimp
Successful Square payments trigger email receipts in SendGrid and apply specific purchase tags to subscribers in Mailchimp.
S
S
M
When an order is created in Square, send a confirmation via SendGrid and update the subscriber in Mailchimp
New Square orders trigger confirmation emails in SendGrid and update corresponding subscriber records in Mailchimp.
S
S
M
When a Square payment fails, send an alert via SendGrid and tag the subscriber in Mailchimp
Failed payments in Square trigger notification emails in SendGrid and update subscriber tags in Mailchimp.
S
S
G
When a Square payment is successful, update SendGrid contacts and log the transaction in Google Sheets
Successful Square payments update your SendGrid contacts and log transaction rows in Google Sheets automatically.
S
S
G
When an order is created in Square, send a confirmation via SendGrid and log the order in Google Sheets
New Square orders trigger confirmation emails in SendGrid and record order data into Google Sheets.
S
S
G
When a Square payment fails, send an alert via SendGrid and log the failure in Google Sheets
Failed payments in Square trigger alert emails in SendGrid and record failure details in Google Sheets.
S
S
G
When a customer is created in Square, update SendGrid contacts and log the profile in Google Sheets
New Square customers update your SendGrid contact list and record new entries in Google Sheets instantly.
S
S
S
When a Square payment is successful, update SendGrid contacts and notify your team on Slack
Successful Square payments update SendGrid contacts and post instant revenue alerts to your team channel in Slack.
S
S
S
When a Square payment fails, send an email via SendGrid and alert your finance channel in Slack
Failed Square payments trigger customer emails in SendGrid and post immediate alerts to your finance channel in Slack.
S
S
S
When an order is created in Square, send a confirmation via SendGrid and notify your operations team in Slack
New Square orders trigger confirmation emails in SendGrid and post fulfillment alerts to your operations channel in Slack.
S
S
S
When a customer is created in Square, update SendGrid contacts and announce the signup on Slack
New Square customers update SendGrid contact lists and trigger welcome announcements in your team channel on Slack.
S
S
S
When a customer is created in Square, update SendGrid contacts and create a matching customer in Stripe
New Square customers update your SendGrid contact database and establish a corresponding customer profile in Stripe.
S
S
S
When a Square payment is successful, send a receipt via SendGrid and record a charge in Stripe
Successful Square payments trigger email receipts in SendGrid and record corresponding charges in Stripe for accounting.
S
S
S
When an order is created in Square, send a confirmation via SendGrid and create a customer in Stripe
New Square orders trigger confirmation emails in SendGrid and create customer profiles in Stripe automatically.
S
S
S
When a Square payment fails, send an alert via SendGrid and record a charge in Stripe
Failed Square payments trigger notification emails in SendGrid and record transaction failure records in Stripe.
Supported triggers and actions for SendGrid and Square
Mix and match to build the exact automation you need
Automatically create or update customer contacts in SendGrid whenever a payment is successful in Square. Keep your email lists accurate and up to date without manual exporting.
📋
Capture complete customer and order details
Map all available order items, customer names, and transaction amounts from Square into your SendGrid records instead of basic contact details.
🔔
Trigger instant email notifications on events
Send automated emails via SendGrid the moment a payment is created, completed, or failed in Square, ensuring timely communication with customers.
🔀
Route workflows based on payment status
Branch your automation depending on whether a payment is successful or failed in Square, triggering different email templates in SendGrid for each outcome.
🔄
Keep customer profiles updated across apps
Update existing contact information in SendGrid automatically whenever customer details or orders change in Square, preventing outdated records.
👥
Prevent duplicate contacts with smart upserts
Use SendGrid's contact matching to update existing subscribers when a returning customer makes a new purchase in Square, keeping your database clean.
⏱️
Handle payment updates and status changes
Trigger follow-up emails in SendGrid when a Square payment moves from pending to successful or when an order is completed.
🔌
Extend workflows to Google Sheets and Slack
Connect your core SendGrid and Square workflow with Google Sheets or Slack to log transaction rows and notify your team instantly.
And much more...
Who is SendGrid + Square integration for?
E-commerce managers, finance leads, and customer support teams eliminate manual data entry and keep customer records perfectly synchronized across SendGrid and Square.
Finance leads
Customer support managers
Account managers
E-commerce operations teams
Sales representatives
Store owners
📊
Finance leads
You're reviewing transaction logs to update your financial reports, but payment records lag behind actual sales because entries are exported manually — with this integration, every successful payment updates your customer and sales records instantly.
⚡
Customer support managers
You're handling failed payments and order issues, but notifications arrive hours after the transaction fails because staff check dashboards manually — automating both apps means every failed payment triggers immediate customer emails and alerts.
🤝
Account managers
You're updating clients on their order and payment status, but your records miss recent transactions because details are scattered across platforms — connecting these apps means every order and payment syncs directly into your customer database.
📦
E-commerce operations teams
You're processing high volumes of daily orders, but manual contact creation causes duplicate profiles and missed emails — this integration means every new customer and order is handled automatically without manual errors.
🎯
Sales representatives
You're following up on new customer purchases, but you depend on manual exports to find out who bought recently, leading to delayed outreach — automating both apps means every new customer profile is ready in your email platform instantly.
📈
Store owners
You're auditing customer histories for business planning, but your database has gaps because past transactions weren't recorded properly — with this integration, every payment and customer record creates a complete history.
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate SendGrid + Square
Build and manage your SendGrid + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect SendGrid + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect SendGrid to Square in minutes using 1-click automation setup on Integrately. Pick a ready workflow template, connect your accounts, and let Integrately AI handle the configuration.
Can I automatically send an email in SendGrid when a payment is successful in Square?
Yes, you can trigger confirmation emails instantly when a payment completes in Square. Simply select a ready-made automation template on Integrately to activate this flow.
Can I connect SendGrid, Square, and Shopify?
Yes, you can build multi-step workflows linking SendGrid, Square, and Shopify together. Combine them with Slack, Google Sheets, and 1,500+ other apps.
What is a good Zapier alternative for SendGrid and Square?
Most alternatives struggle with multi-step flows, but Integrately offers advanced automation with 24/5 live chat support and 20 million+ templates for your SendGrid and Square integration.
How does SendGrid handle contact updates in this integration?
You can use Create or update contact in SendGrid to ensure customer profiles sync automatically whenever transactions occur in Square without manual data entry.
Can Square trigger actions in SendGrid when payments fail?
Yes, whenever Payment is failed in Square occurs, you can trigger notification emails or status updates in SendGrid using ready automation flows.
Do I need coding skills to automate SendGrid and Square?
No coding is required to connect SendGrid and Square. You can use ready templates or describe your desired workflow to Integrately AI to build it instantly.
Is the SendGrid and Square integration free?
Yes, the SendGrid and Square integration is available on the free plan with access to ready automation templates and 1-click setup on Integrately.
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect SendGrid or Square With 1500+ Other Apps
Popular SendGrid Integrations
Connect SendGrid to CRM, marketing, and customer support tools to streamline your email campaigns and subscriber management.